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Serenus Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Serenus Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25,285
Closed -$25.3K – 67
2025
Q1 		$25.3K Sell
25,285
-64
-0.3% -$64 ﹤0.01% 63
2024
Q4 		$25.3K Buy
+25,349
New +$25.3K ﹤0.01% 59